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Portfolio (Quarterly) Guide ↗

Fragasso Financial Advisors Inc

· CIK 0001613331
13F Portfolio $1.9B AUM 362 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 49 New 141 Added 91 Reduced 10 Exited
Page 9 of 19  ·  361 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 PEP PEPSICO INC Consumer Defensive 6,412.0 $868K 0.05% -2K -21.6% $135.40 +5.1%
162 MUNI PIMCO ETF TR 16,462.0 $866K 0.05% $52.60 -1.6%
163 HD HOME DEPOT INC Consumer Cyclical 2,444.0 $862K 0.05% -31.0 -1.2% $352.66 -4.2%
164 PMAY INNOVATOR ETFS TRUST 20,174.0 $833K 0.04% $41.30 +1.8%
165 FORTINET INC 5,343.0 $821K 0.04% -1K -17.4% $153.62
166 BSEP INNOVATOR ETFS TRUST 15,031.0 $793K 0.04% -92.0 -0.6% $52.73 +2.4%
167 EFV ISHARES TR 10,219.0 $782K 0.04% +118.0 +1.2% $76.55 +7.9%
168 POCT INNOVATOR ETFS TRUST 16,716.0 $776K 0.04% $46.41 +2.0%
169 QCOM QUALCOMM INC Technology 4,188.0 $774K 0.04% +181.0 +4.5% $184.80 -13.1%
170 DIS DISNEY WALT CO Communication Services 7,995.0 $770K 0.04% +400.0 +5.3% $96.25 +15.6%
171 VGT VANGUARD WORLD FD 6,420.0 $767K 0.04% +6K +700.5% $119.51 -1.7%
172 VT VANGUARD INTL EQUITY INDEX F 4,850.0 $761K 0.04% +66.0 +1.4% $156.94 +2.6%
173 KOCT INNOVATOR ETFS TRUST 20,353.0 $760K 0.04% $37.36 +1.7%
174 CSX CSX CORP Industrials 15,902.0 $756K 0.04% +269.0 +1.7% $47.53 +8.4%
175 NSC NORFOLK SOUTHN CORP Industrials 2,393.0 $753K 0.04% +321.0 +15.5% $314.55 +11.7%
176 SCHX SCHWAB STRATEGIC TR 25,502.0 $751K 0.04% $29.43 +2.7%
177 APH AMPHENOL CORP Technology 4,246.0 $749K 0.04% +43.0 +1.0% $176.31 -9.9%
178 QVMM INVESCO EXCH TRADED FD TR II 20,622.0 $743K 0.04% $36.04 -1.7%
179 IJT ISHARES TR 4,101.0 $732K 0.04% $178.61 -3.0%
180 PJUN INNOVATOR ETFS TRUST 16,936.0 $732K 0.04% -399.0 -2.3% $43.23 +1.6%
Page 9 of 19  ·  361 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.4%
Financial Services 10.9%
Industrials 9.7%
Healthcare 9.3%
Communication Services 8.3%
Consumer Cyclical 8.0%
Consumer Defensive 3.6%
Energy 2.0%
Utilities 0.8%
Real Estate 0.4%